| B51 | CWC ADVISORS, LLC CRD 127739 | OR | $445.3M | 5 | Charles Schwab→ |
| B51 | CIMARRON WEALTH MANAGEMENT, INC. CRD 299627 | CO | $327.3M | 10 | LPL Financial→ |
| B50 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION CRD 107777 | OR | $758.3M | 4 | Charles Schwab→ |
| B50 | QUISH & CO. LLC CRD 146212 | CO | $154.2M | 1 | Charles Schwab→ |
| B50 | TRG INVESTMENT ADVISORS, LLC CRD 315629 | CO | $167.1M | 6 | Raymond James→ |
| B50 | CAMBIAR INVESTORS, LLC CRD 115093 | CO | $2.92B | 3 | Morgan Stanley→ |
| B50 | TRU INDEPENDENCE ASSET MANAGEMENT, LLC CRD 168256 | OR | $336.9M | 8 | Raymond James→ |
| C50 | THE WILLIAM ALLAN CORPORATION CRD 133147 | CO | $204.4M | 7 | Charles Schwab→ |
| C50 | SENECA CAPITAL MANAGEMENT, LLC CRD 288206 | CO | $120.0M | 1 | E*Trade→ |
| C50 | SWAN WEALTH ADVISORS, LLC CRD 292755 | CO | $98.0M | — | Pershing→ |
| C50 | MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. CRD 327830 | CO | $205.6M | — | Charles Schwab→ |
| C49 | COPIA WEALTH MANAGEMENT, LLC CRD 281873 | OR | $157.5M | 4 | Charles Schwab→ |
| C49 | CENTERPIECE WEALTH ADVISOR L.L.C. CRD 296956 | CO | $138.6M | 2 | Fidelity→ |
| C49 | M.Z. KARK & ASSOCIATES, INC CRD 106627 | CO | $369.6M | 1 | Charles Schwab→ |
| C49 | CHERRY CREEK INVESTMENT ADVISORS INC CRD 107426 | CO | $351.9M | 3 | Charles Schwab→ |
| C49 | HELM INVESTMENT MANAGEMENT, LLC CRD 141773 | CO | $370.8M | 2 | Charles Schwab→ |
| C49 | PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC CRD 288537 | CO | $146.5M | 2 | E*Trade→ |
| C49 | ARROWMARK ASSET MANAGEMENT, LLC CRD 307161 | CO | $224.4M | — | E*Trade→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C49 | MAXQ ASSET MANAGEMENT LLC CRD 336560 | CO | $407.7M | 1 | E*Trade→ |
| C49 | BRUNI J V & CO CRD 106644 | CO | $1.10B | 2 | Charles Schwab→ |
| C49 | FI401K ADVISORS, LLC CRD 168408 | CO | $915.0M | 2 | E*Trade→ |
| C48 | INMAN FINANCIAL SERVICES, INC. CRD 297414 | OR | $197.5M | 3 | Charles Schwab→ |
| C48 | JUPITER WEALTH MANAGEMENT, LLC CRD 299220 | CO | $416.8M | 3 | Charles Schwab→ |
| C48 | WAGNER FINANCIAL, LLC CRD 318448 | OR | $144.7M | 1 | Pershing→ |
| C48 | HFG COLORADO, INC. CRD 113511 | CO | $108.8M | 4 | —→ |
| C48 | PEAK FINANCIAL MANAGEMENT, INC. CRD 281223 | CO | $109.4M | 2 | E*Trade→ |
| C48 | FREEDOM FUNDS MANAGEMENT CO CRD 110785 | CO | $1.90B | 1 | E*Trade→ |
| C48 | TOWNSEND & ASSOCIATES, INC. CRD 113681 | CO | $1.52B | 16 | E*Trade→ |
| C48 | PRINCETON FUND ADVISORS, LLC CRD 157821 | CO | $780.0M | — | E*Trade→ |
| C48 | THE H GROUP, INC. CRD 106801 | OR | $580.1M | — | Charles Schwab→ |
| C48 | THE MILLSTONE EVANS GROUP, LLC CRD 311142 | CO | $893.3M | 8 | Raymond James→ |
| C48 | PANORAMIC CAPITAL PARTNERS LLC CRD 331349 | OR | $392.7M | 6 | Charles Schwab→ |
| C48 | ORIGIN CREDIT ADVISERS, LLC CRD 324839 | CO | $538.0M | — | E*Trade→ |
| C47 | CLS FINANCIAL ADVISORS, INC. CRD 152892 | OR | $192.0M | 3 | Charles Schwab→ |
| C47 | BAUER WEALTH MANAGEMENT INC. CRD 152977 | CO | $205.9M | 4 | Fidelity→ |
| C47 | HIGHPASS ASSET MANAGEMENT LLC CRD 159535 | CO | $218.2M | 2 | Fidelity→ |
| C47 | LION EQUITY INVESTMENT ADVISORS, LLC CRD 283404 | CO | $173.5M | — | JPMorgan→ |
| C47 | NEWBORE WEALTH MANAGEMENT, INC. CRD 306441 | OR | $200.0M | 2 | LPL Financial→ |
| C47 | TORO WEST CAPITAL ADVISORS, LLC CRD 331265 | CO | $245.7M | 2 | Charles Schwab→ |
| C47 | RED MOUNTAIN FINANCIAL PARTNERS, LLC CRD 174672 | CO | $225.6M | 3 | E*Trade→ |
| C47 | BAM WEALTH MANAGEMENT LLC CRD 330237 | CO | $202.0M | 9 | Charles Schwab→ |
| C47 | COLORADO CAPITAL MANAGEMENT, INC. CRD 114011 | CO | $638.4M | 12 | Charles Schwab→ |
| C47 | PEREGRINE ASSET ADVISERS, INC. CRD 115738 | OR | $611.0M | 6 | Charles Schwab→ |
| C47 | MENGIS CAPITAL MANAGEMENT, INC. CRD 117127 | OR | $903.5M | 6 | Charles Schwab→ |
| C47 | CGC FINANCIAL SERVICES, LLC CRD 155446 | OR | $875.8M | 5 | Charles Schwab→ |
| C47 | BLACK SWIFT GROUP, LLC CRD 286084 | CO | $694.1M | 9 | Pershing→ |
| C47 | SWEATER INDUSTRIES LLC CRD 317749 | CO | $16.1M | — | E*Trade→ |
| C47 | M HOLDINGS SECURITIES, INC. CRD 43285 | OR | $3.21B | 50 | Charles Schwab→ |
| C47 | IMS CAPITAL MANAGEMENT LLC CRD 105939 | OR | $380.9M | 7 | Charles Schwab→ |
